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Scott Strazik GE Vernova · CEO
出处 ↗

Strazik提醒海上风电执行还需一年，美国陆上风电市场规模很小，风电业务战略选择仍待观察。

北海海上风电项目执行还要再持续一年，这是影响战略选择的变量。我们需要观察美国市场走向，因为我们历史上占北美陆上风电市场约50%，但目前市场规模很小。
原文 (en) we've got one more year to go in the offshore execution in the North Sea, which is a variable to kind of answer the question as you're framing with our optionality as I see it. And I think it's important for us to see where the U.S. market goes because practically speaking, we have historically been about 50% of the North America onshore wind market. We expect to continue to perform very well in the North America onshore wind market, but it's a very small market right now.

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Scott Strazik 近期的其他言论

出处 ↗

Strazik预计美国超过5.5万座输电变电站将在未来十年内被彻底重建或升级到更高电压，带来巨大的电网设备机会。

在未来十年内被彻底重建或升级到更高电压。
原文 (en) completely rebuilt or upgraded to higher voltages in the next decade.
出处 ↗

Strazik表示GE Vernova仍处于电力投资超级周期的早期阶段。

仍处于这轮电力投资超级周期的早期阶段。
原文 (en) still in the early stages of this electricity investment super cycle.
出处 ↗

GE Vernova CEO 表示公司已为委内瑞拉电网修复选定承包商并完成规划，但在预付款到账前不会开工。

在没有预先收到付款的情况下，我们不会在这样的环境中采取行动。
原文 (en) This is not an environment in which we are going to act without receiving payment upfront,
出处 ↗

Strazik 表示，Trench 的高压产品、执行力和客户关系是建设电力超级周期所需韧性电网的关键。

Trench 差异化的高压产品、出色的执行力和深厚的客户关系，是实现现代化、有韧性的电网、跟上电力超级周期的关键推动力。
原文 (en) Trench's differentiated high-voltage , strong execution and deep customer relationships are key enablers of the modernised, resilient grid required to keep pace with the electricity supercycle,
出处 ↗

Strazik 强调 Trench 利润率有提升作用，且拥有约 50 亿美元订单和框架协议，部分延续至下个十年。

具有提升利润率的财务特征，以及约 50 亿美元的积压订单和框架协议，其中一些延续到下个十年。
原文 (en) a margin-accretive financial profile and approximately $5 billion in backlog and framework agreements, some of which reach into the next decade